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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

73 hedge funds and large institutions have $200M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
73
Holders Change
+35
Holders Change %
+92.11%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
19
Reduced
5
Closed
6
Calls
$17M
Puts
$1.94M
Net Calls
+$15.1M
Net Calls Change
+$14.3M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$43.8M
2
BEI
2
Benjamin Edwards Inc
Missouri
$38.3M
3
CIM
3
Confluence Investment Management
Missouri
$16M
4
HCM
4
Hengehold Capital Management
Ohio
$11.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.3M

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$0
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$2.72M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$0
4
SL
4
SWMG LLC
Texas
$0
5
MA
5
Mutual Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$43.8M 391,893 +391,893 New
BEI
2
Benjamin Edwards Inc
Missouri
$38.3M 342,214 +342,214 New
CIM
3
Confluence Investment Management
Missouri
$16M 143,339 +143,339 New
Morgan Stanley
4
Morgan Stanley
New York
$14.3M 127,895 +67,790 +113%
HCM
5
Hengehold Capital Management
Ohio
$11.1M 99,594 +99,594 New
CIBC World Market
6
CIBC World Market
Ontario, Canada
$8.72M 77,963 +23,293 +43%
Wells Fargo
7
Wells Fargo
California
$8.16M 73,000 +60,913 +504%
Raymond James Financial
8
Raymond James Financial
Florida
$7.33M 65,526 +65,526 New
HighTower Advisors
9
HighTower Advisors
Illinois
$4.67M 41,805 +756 +2%
Jane Street
10
Jane Street
New York
$3.13M 27,997 +952 +4%
MA
11
MONECO Advisors
Connecticut
$3.06M 27,396 +27,396 New
LPL Financial
12
LPL Financial
California
$2.8M 25,053 +13,997 +127%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$2.72M 24,297 -6,888 -22%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$2.06M 18,391 -1,038 -5%
NC
15
NewSquare Capital
Pennsylvania
$2.03M 18,123 +103 +0.6%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.98M 17,671 +1,458 +9%
TFA
17
Transamerica Financial Advisors
Florida
$1.95M 17,409 +6,123 +54%
SPW
18
Sonoma Private Wealth
California
$1.83M 16,402 +2,051 +14%
ACM
19
Avalon Capital Management
California
$1.75M 15,637 +15,637 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.67M 14,913 +6,760 +83%
PFA
21
Pure Financial Advisors
California
$1.51M 13,499 +13,499 New
UBS Group
22
UBS Group
Switzerland
$1.08M 9,626 +6,674 +226%
Renaissance Technologies
23
Renaissance Technologies
New York
$984K 8,800 +8,800 New
OC
24
Oppenheimer & Co
New York
$973K 8,704 +8,704 New
EMAM
25
Encompass More Asset Management
California
$952K 8,513 +8,513 New
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